Sure, Microsoft is awfully cheap, he said. But the real play on tech is where you aren’t looking: American manufacturing companies like Eaton and Parker Hannifin that are using innovation to solve the world’s real problems (Cramer has devoted the whole week on Mad Money to highlighting some of these names. Check back here tonight for his final pick).

Cramer also said that he believes the agriculture bull market, particularly with regard to the companies that make heavy-duty fertilizer like Agrium , is still very much intact.

He gave one word of caution, though: If the president – or any of the presidential hopefuls – backs away from ethanol (which, in Cramer’s opinion, is the absolute right thing to do), the entire agricultural complex could drop in a heartbeat. But on a long-term basis, as long as the world demands more food, the companies that help it grow are going to be in the sweet spot.